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BrasilAgro - Companhia Brasileira de Propriedades Agrícolas LND
Consumer Defensive - Agricultural Farm Products - NYSE - BR
Watchlist
$ 3.88
0.779 %
$ 387 M
Market Cap
7.76
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one LND stock under the worst case scenario is HIDDEN Compared to the current market price of 3.88 USD, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas is HIDDEN

LND Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one LND stock under the base case scenario is HIDDEN Compared to the current market price of 3.88 USD, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas is HIDDEN

LND Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one LND stock under the best case scenario is HIDDEN Compared to the current market price of 3.88 USD, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas is HIDDEN

LND Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart LND

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1M 7.0%
6M -14.0%
1Y -22%
3Y -2%
5Y 29.0%
All
FINANCIALS
1.02 B REVENUE
-24.50%
Growth Rates
1Year -24.50%
3Years 13.67%
5Years 13.82%
7Years 28.93%
10Years 20.11%
186 M OPERATING INCOME
-27.11%
Growth Rates
1Year -27.11%
3Years -22.17%
5Years -0.11%
7Years 168.51%
10Years 24.28%
227 M NET INCOME
-15.52%
Growth Rates
1Year -15.52%
3Years -10.61%
5Years 5.08%
7Years 35.32%
10Years 34.22%
79.4 M OPERATING CASH FLOW
-49.00%
Growth Rates
1Year -49.00%
3Years -19.32%
5Years 9.12%
7Years 2.89%
10Years 13.25%
-27.8 M INVESTING CASH FLOW
-50.59%
Growth Rates
1Year -50.59%
3Years 49.33%
5Years -5.54%
7Years -10.87%
10Years -10.95%
-266 M FINANCING CASH FLOW
-1.82%
Growth Rates
1Year -1.82%
3Years -8.53%
5Years -57.28%
7Years -23.13%
10Years -63.23%
453 M REVENUE
103.96%
Growth Rates
1Year -24.50%
3Years 13.67%
5Years 13.82%
7Years 28.93%
10Years 20.11%
101 M OPERATING INCOME
536.82%
Growth Rates
1Year -27.11%
3Years -22.17%
5Years -0.11%
7Years 168.51%
10Years 24.28%
97.5 M NET INCOME
-58.15%
Growth Rates
1Year -15.52%
3Years -10.61%
5Years 5.08%
7Years 35.32%
10Years 34.22%
-2.7 M OPERATING CASH FLOW
-2.31%
Growth Rates
1Year -49.00%
3Years -19.32%
5Years 9.12%
7Years 2.89%
10Years 13.25%
-18.2 M INVESTING CASH FLOW
-20.82%
Growth Rates
1Year -50.59%
3Years 49.33%
5Years -5.54%
7Years -10.87%
10Years -10.95%
7.8 M FINANCING CASH FLOW
108.30%
Growth Rates
1Year -1.82%
3Years -8.53%
5Years -57.28%
7Years -23.13%
10Years -63.23%
Balance Sheet BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
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Current Assets 1.1 B
Cash & Short-Term Investments 194 M
Receivables 379 M
Other Current Assets 527 M
Non-Current Assets 2.51 B
Long-Term Investments 1.89 B
PP&E 463 M
Other Non-Current Assets 153 M
Current Liabilities 527 M
Accounts Payable 67.2 M
Short-Term Debt 255 M
Other Current Liabilities 205 M
Non-Current Liabilities 898 M
Long-Term Debt 789 M
Other Non-Current Liabilities 109 M
EFFICIENCY
Earnings Waterfall BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
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Revenue 1.02 B
Cost Of Revenue 707 M
Gross Profit 312 M
Operating Expenses 126 M
Operating Income 186 M
Other Expenses -41.1 M
Net Income 227 M
RATIOS
30.63% GROSS MARGIN
30.63%
Averages
1Year 30.63%
3Years 38.83%
5Years 45.46%
7Years 46.28%
10Years 41.07%
18.24% OPERATING MARGIN
18.24%
Averages
1Year 18.24%
3Years 28.09%
5Years 34.14%
7Years 37.12%
10Years 28.61%
22.28% NET MARGIN
22.28%
Averages
1Year 22.28%
3Years 26.73%
5Years 29.51%
7Years 31.89%
10Years 29.58%
10.41% ROE
10.41%
Averages
1Year 10.41%
3Years 15.37%
5Years 14.26%
7Years 15.45%
10Years 13.78%
6.29% ROA
6.29%
Averages
1Year 6.29%
3Years 9.83%
5Years 8.92%
7Years 9.77%
10Years 9.05%
6.63% ROIC
6.63%
Averages
1Year 6.63%
3Years 10.60%
5Years 10.61%
7Years 11.32%
10Years 9.39%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
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Net Income 227 M
Depreciation & Amortization 80.2 M
Capital Expenditures -68.4 M
Stock-Based Compensation 0
Change in Working Capital 133 M
Others -53.9 M
Free Cash Flow 11 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
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LND has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.25 USD DIVIDEND PER SHARE
5. COMPETITION

Fresh Del Monte Produce Inc., through its subsidiaries, produces, markets, and distributes fresh and fresh-cut fruits and vegetables in North America, Europe, the Middle East, Africa, Asia, and internationally.

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393 USD
FDP
Undervalued 1169.75%

Limoneira Company operates as an agribusiness and real estate development company in the United States and internationally. The company operates through three divisions: Agribusiness, Rental Operations, and Real Estate Development.

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15.9 USD
LMNR
Overvalued 31.46%

Alico, Inc., together with its subsidiaries, operates as an agribusiness and land management company in the United States. The company operates in two segments, Alico Citrus, and Land Management and Other Operations.

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-115 USD
ALCO
Overvalued 467.46%

Bunge Limited operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy.

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213 USD
BG
Undervalued 174.27%

S&W Seed Company, an agricultural company, engages in breeding, growing, processing, and selling alfalfa and sorghum seeds. It also offers sunflower, wheat germplasm, wheat, and pasture seeds.

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-76 USD
SANW
Overvalued 938.75%

Adecoagro S.A. operates as an agro-industrial company in South America. It engages in farming crops and other agricultural products, dairy operations, and land transformation activities, as well as sugar, ethanol, and energy production activities.

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56.9 USD
AGRO
Undervalued 483.63%

Dole plc engages in sourcing, processing, marketing, and distribution of fresh fruit and vegetables worldwide. The company operates through four segments: Fresh Fruit; Diversified Fresh Produce - EMEA; Diversified Fresh Produce - Americas and ROW; and Fresh Vegetables.

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23.5 USD
DOLE
Undervalued 73.12%
6. Ownership
Insider Ownership BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
BrasilAgro Is Cheaper After Q1 2025, But Still Not An Opportunity BrasilAgro's 1Q25 results show improved margins in soybeans and sugarcane, but operational profits still don't cover D&A and interest. The sale of the Taquari farm generated significant gains but reflects a strategy of selling assets in a weak market. Hedging at challenging BRL exchange rates could negatively impact margins, despite pre-purchasing 85% of fertilizers. seekingalpha.com - 1 month ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q1 2025 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Market Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Soares - BTG Gustavo Troyano - Itau Guilherme Guttilla - BTG Ana Paula Zerbinati Good morning, everyone. We are gathered here together for an Earnings Call for BrasilAgro. seekingalpha.com - 2 months ago
BrasilAgro's Q4: Extended Weak Performance And Dividend Concerns BrasilAgro's investment thesis faces challenges due to low commodity prices and difficulties in acquiring land, impacting its dividend sustainability and growth prospects. Despite weak recent earnings, strong cash generation and strategic land sales have supported dividends, but future yields remain uncertain. The company's valuation remains attractive, trading below its Net Asset Value, offering a potential entry point for long-term investors. seekingalpha.com - 4 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2024 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2024 Earnings Conference Call September 1, 2024 9:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Markets Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Fonseca - XP Ana Paula Zerbinati [Interpreted] Good morning to all. We are here for our call at the end of the year for 2023-2024. seekingalpha.com - 4 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2024 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants André Guillaumon - CEO Gustavo Lopez - CFO and IR Officer Conference Call Participants Pedro Fronseka - XP Unidentified Company Representative Good morning, everyone. We're here for another earnings call from BrasilAgro Third Quarter Meeting January to March 2024. seekingalpha.com - 8 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2024 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2024 Earnings Call Transcript seekingalpha.com - 11 months ago
BrasilAgro: Real Estate Resilience During A Challenging Harvest BrasilAgro should report a lower yield due to challenging factors in the 2022/23 harvest, but maintains a positive outlook for the future. The company's strategy revolves around efficient real estate transactions and profitable agricultural production, with an emphasis on mitigating risk. Despite dividend concerns and market fluctuations, BrasilAgro remains an attractive option for income-oriented investors, with the potential for strong returns and appreciation in its stock value. seekingalpha.com - 1 year ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2023 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2023 Earnings Conference Call September 6, 2023 9:00 AM ET Corporate Participants Ana Paula Zerbinati - Investor Relations and Capital Markets Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & IRO Conference Call Participants Pedro Fonseca - XP Henrique Brustolin - BTG Pactual Ana Paula Zerbinati Good morning. We would like to begin our conference call for the earnings of the full year 2022/2023, which ended on June 30. seekingalpha.com - 1 year ago
Urgent Alert: Memory Leak Bug in Lightning Network Daemon (LND) Version 0.16.3 – Avoid Upgrade or Rollback to Secure Node Operations The Memory Leak Bug in LND Version 0.16.3 The technology product manager of Lightning Labs, one of the development companies behind the Lightning Network, has pointed out a memory leak bug in the recent Lightning Network Daemon (LND) version 0.16.3, and is now urging operators not to upgrade or roll back to the previous version […] This Article Urgent Alert: Memory Leak Bug in Lightning Network Daemon (LND) Version 0.16.3 – Avoid Upgrade or Rollback to Secure Node Operations was first Published... worldweeklynews.com - 1 year ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2023 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2023 Earnings Conference Call May 10, 2023 1:00 PM ET Company Participants Ana Ribeiro - Head, Investor Relations André Guillaumon - Chief Executive Officer Gustavo Javier Lopez - Chief Financial Officer Conference Call Participants Pedro Fonseca - XP Henrique Brustolin - BTG Ana Ribeiro Good afternoon. We are here for our conference call for the earnings of BrasilAgro. seekingalpha.com - 1 year ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2023 Earnings Call Transcript BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q2 2023 Earnings Conference Call February 8, 2023 12:00 PM ET Company Participants Ana Ribeiro - Head, IR Andre Guillaumon - CEO Gustavo Lopez - CFO Conference Call Participants Thiago Duarte - BTG Pedro Fonseca - XP Investimentos Ana Ribeiro Good afternoon to all. We have a lot of people connected to hear our results. seekingalpha.com - 1 year ago
9 January Mighty Divvy Nifty 50 Dogs To Buy Now Mid-December, on a whim, I queried YCharts for U.S. dividend stocks yielding greater than 3.5% annually and pegged “attractive” in their Y-ratings (ranging from “not-rated” to “avoid”, “neutral”, or “attractive”.). My query resulted in this list of New Divvy Nifty 51 stocks; of which, 45 measure up to the dogcatcher ideal of promising dividend payouts, from $1k invested, greater than their single-share prices. seekingalpha.com - 2 years ago
8. Profile Summary

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas LND

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COUNTRY BR
INDUSTRY Agricultural Farm Products
MARKET CAP $ 387 M
Dividend Yield 0.00%
Description BrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil. The company operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. It is involved in the cultivation of soybean, corn, sorghum, and cotton, as well as sugarcane; and production and sale of beef calves after weaning. The company has 17 farms in 6 Brazilian states and 1 farm in Paraguay with a total area of 223,551 hectares of own lands and 51,747 hectares of leased lands. It also imports and exports agricultural products and inputs; purchases, sells, and/or rents properties, land, buildings, and real estate in rural and/or urban areas; provides real estate brokerage services; and manages third-party assets. The company was incorporated in 2005 and is headquartered in Sao Paulo, Brazil.
Contact Avenida Brigadeiro Faria Lima, 1.309, São Paulo, SP, 01452-002 https://www.brasil-agro.com
IPO Date May 15, 2012
Employees 342
Officers Mr. André Guillaumon Chief Executive Officer & Member of Board of Executive Officers Mr. Gustavo Javier Lopez Chief Financial Officer, Investor Relations Officer & Member of Board of Executive Officers Mr. Mariana Conceicao Carvalho de Rezende Legal, Compliance & Sustainability Officer and Member of Board of Executive Officers Mr. Wender Vinhadelli Director of Operations & Member of the Executive Board Ms. Ana Paula Zerbinati Ribeiro Gama Investor Relations Manager & Institute Director Ms. Elisa Cardoso Castelani Investor Relations Specialist